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Financial planning
When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....
Financial planning
Financial advisers need a break to digest regulation and focus on their business without waiting for the “next regulatory hit”, according to shadow minister for financial...
Funds management
For the first time, an adviser’s knowledge of responsible investment is more important to clients than investment returns, according to the Responsible Investment Associa...
Funds management
Responsible funds are outperforming in the international share and multi-sector growth but less so in Australian equities, according to a report....
Funds management
For the first time in Australia, responsible investment has reached over $1 trillion and managers have improved accountabilities to prove they are not greenwashing, accor...
Funds management
The Evergreen Responsible Investment Grading index grades funds across all seven different capabilities on the environmental, social and governance spectrum from screened...
Funds management
Real Asset Management has announced it has joined the Responsible Investment Association Australasia....
Expert Analysis
Advisers can play a fundamental role in navigating how clients pursue their goals to incorporate ESG components into their investment portfolios, Brie Williams writes....
Financial planning
Citi and Credit Suisse are among the winners in the annual ESG Research Australia awards, with topics including modern slavery and human rights....
Features
Australian investors need to consider whether they are willing to sacrifice returns for their ethical values as the exclusion of miners could cause a significant skew to ...
Tools & guides
Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape....
Expert Analysis
After a decade in responsible investing, Stephane Andre and Bruce Smith, share what they have learnt and how the ESG environment has changed....
Financial planning
Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...
Features
Funds are unlikely to be deliberately guilty of greenwashing but nevertheless, writes Laura Dew, they need to have transparent processes in place to prevent investors fee...
Expert Analysis
Jason Hazell provides insights on how Islamic investing meets the needs and requirements of Muslim Australians who want to invest according to their faith. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...